The Trevor Rose Podcast

#136: Cole Smead (Smead Capital) - Investing as a Negative Art, 30% Return on Equity & Why Energy Stocks Are Undervalued


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Greetings & welcome back to the rose bros podcast.

This episode we are joined by Cole Smead - CEO of Smead Capital Management - a registered investment advisor headquartered in Phoenix, AZ with offices in Jersey City, NJ and London, UK., with assets of approximately $5 billion under management.

Smead Capital Management, advises investors that fear stock market failure through a low-turnover, differentiated value discipline - seeking wonderful companies to build wealth in mutual funds, separate accounts and other investment vehicles.

Cole has been with Smead Capital since its founding in 2007, and prior to that - was a Financial Advisor with Wachovia Securities in Scottsdale, AZ.

Cole holds a CFA designation and also graduated with a B.A. Economics & History from Whitman College.

Among other things, we sat down and discussed investing as a negative art, good investing books, generating a 30% return on equity & why energy stocks are currently undervalued.

Enjoy.

This podcast episode is sponsored by Connate Water Solutions.

Do you need cost effective water sourcing options to supply your next drilling or completions program?

Connate Water Solutions is a specialized hydrogeology company focused on water well drilling, testing and water management services in Western Canada and Texas.

Contact [email protected] or www.connatewater.com for more details.

This podcast is sponsored by Headracingcanada.com

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